The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in Longmont, Colorado, Frank has helped hundreds of families over the years achieve their retirement goals. Listen and watch the podcast on YouTube as we offer clear strategies and straightforward advice, all designed to empower you in your financial journey. Welcome to The T.I.M.E Blueprint! Visit https://www.oliverassetmanagement.com/ or call 720-897-8463 to get in touch!
The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Mailbag: Is DIY Investing a Bad Move As I Get Older?
Some investors like to do it alone, but is that the wisest path as retirement approaches? In this episode, Frank answers a listener’s question about whether DIY investing makes sense later in life. Sam has managed his own portfolio without an advisor or broker for years. But now he’s wondering if that approach holds up as the financial landscape gets more complicated.
Here’s what we discuss in this episode:
🛠️ What advisors see that many individuals don’t
🧠 The potential risks of DIY investing in retirement
📊 Why investment selection is just one piece of the puzzle
📉 Examples of portfolio mistakes from overconfidence
Learn more about the T.I.M.E™ process: https://www.oliverassetmanagement.com/time
Phone: (720) 897-8463
Contact our team: https://www.oliverassetmanagement.com/contact#Calendly
It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Get a copy of Frank’s book: https://www.oliverassetmanagement.com/book-copy-request
Check out our other no-cost financial resources here: https://www.oliverassetmanagement.com/resources#GuidesandCheatSheets
Access your Ed Slott Master Elite IRA Advisor Toolbox: https://www.oliverassetmanagement.com/colorado-ed-slott-master-elite-ira-advisor
Attend an upcoming event: https://www.oliverassetmanagement.com/events
Check us out on YouTube: https://www.youtube.com/channel/UCmqjvQuXjfc01YRwMUJBAsQ
Facebook: https://www.facebook.com/OliverAssetManagement/
LinkedIn: https://www.linkedin.com/company/oliver-asset-management-co/
